2023 Form 5500 filing — Cost Of Wisconsin, Inc. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250714151557NAL0001204129001) for Cost Of Wisconsin, Inc. 401(K) Profit Sharing Plan, reported by Cost Of Wisconsin, Inc. under EIN 39-1089478 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.3MReported net assets$13,283,950
Participants188
Provider compensation$34.2K2 Schedule C row(s)$34,161
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250714151557NAL0001204129001
Plan sponsor
Cost Of Wisconsin, Inc.
EIN
39-1089478
Plan number
001
Location
Jackson, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$710.7K
Benefits paid / distributions$669.5K
Contributions
Employer$102.7K
Participant$927.9K
Full reported line items
Total assets (EOY)
$13,283,950
Total liabilities (EOY)
$0
Net assets (EOY)
$13,283,950
Employer contributions
$102,732
Participant contributions
$927,879
Total income / additions
$3,814,012
Benefits paid
$669,501
Administrative expenses
$37,444
Total expenses
$710,698
Net increase / (decrease)
$3,103,314
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $34.2K
  2. 2
    NONE · Direct $0 · Indirect $0

Related Form 5500 pages